See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,892 | $69,207-6.2% | $64,056+1.3% | $139,434-53.5% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 16.40% | 45.88%-29.5pp | 33.69%-17.3pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,562 | $3,182-50.9% | $2,747-43.1% | $4,751-67.1% |
| Participant deferral / active EE | $2,648 | $4,682-43.4% | $3,880-31.7% | $6,710-60.5% |
| Admin fee / account holder | $8,233 | $4,244+94.0% | $3,068+168.3% | $11,403-27.8% |